Policy Operations Manager

Posted Yesterday
Be an Early Applicant
Hiring Remotely in US
Remote
103K-181K Annually
Senior level
Consumer Web • Fintech • Insurance
Ethos blends industry expertise and technology to provide accessible and affordable life insurance coverage.
The Role
Leads the Policy Administration team, overseeing daily operations, staffing, escalations, customer support procedures, and policy servicing. Drives process improvement, workflow innovation, issue resolution, and cross-functional collaboration with product, engineering, compliance, sales, underwriting, and carrier partners. Monitors metrics, prepares reports, uses data to guide decisions, manages Jira tickets, and recruits and develops team members. Requires life insurance knowledge, operational leadership, process improvement experience, and Salesforce or comparable support software proficiency.
Summary Generated by Built In
About Ethos

Ethos (Nasdaq: $LIFE) is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.

About the role

As the Policy Operations Manager at Ethos, you will lead a dynamic team and be at the forefront of transforming our technology and processes to enhance the customer experience. You will oversee the day-to-day operations of the Policy Administration team while also driving process innovation to improve policy holder experiences. The ideal candidate is a people-centric leader who is passionate about process improvement and has a knack for solving complex operational challenges. You will play a pivotal role in administering a multi-product offering, ensuring efficient processes, and fostering an outstanding team culture. This role requires collaboration with cross-functional stakeholders, including product, engineering, compliance, and carrier partners, to ensure seamless operations and deliver exceptional customer experiences.

Duties and Responsibilities:

  • Identify opportunities for process improvement and innovation, working with business partners to enhance process performance and develop new workflows
  • Lead and manage day-to-day operations of the Policy Administration team, providing guidance and support to ensure smooth functioning
  • Inspire and motivate the team by leading regular meetings, managing escalations, and effectively delegating tasks
  • Oversee resource management, including scheduling and team rotations, to maintain optimal staffing levels
  • Develop and implement customer support and policy servicing procedures, policies, and standards to ensure outstanding service delivery
  • Collaborate with leadership to set relevant goals and objectives, working closely with the team to consistently achieve them
  • Monitor key metrics, prepare comprehensive reports, and perform data analysis to inform decisions and track progress
  • Serve as a liaison between Policy Administration and other cross-functional teams, such as Sales, Underwriting, and engineering, ensuring clear communication and collaboration
  • Recruit, hire, mentor, and develop team members, creating opportunities for growth and fostering a positive work environment and team culture
  • Handle Jira tickets for bugs and improvements, collaborating with engineering to implement solutions
  • Maintain a proactive approach to identifying and resolving issues, using data to support critical decisions and drive continuous improvement

Qualifications and Skills:

  • 5+ years of experience in operations, customer support, customer success, or a related role
  • Experience and knowledge of life insurance is required
  • Proven experience in process improvement and the ability to think creatively and solve complex problems
  • Strong leadership and interpersonal skills, with a track record of building and nurturing high-performing teams
  • Excellent written and verbal communication skills, with the ability to articulate messages to various stakeholders
  • Proficiency in working with Salesforce or equivalent support/help desk software
  • Strong analytical mindset and the ability to use data to inform decisions and drive improvements
  • Adaptable to change and able to work in ambiguous environments with little direction
  • Bachelor's degree preferred, but equivalent experience will be considered

#LI-Remote  #LI-AG1

The US national base salary range for this full-time position is $90,000 - $120,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. 

Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits. 

You can find further details of our US benefits at https://www.ethoslife.com/careers/

Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.

We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.

Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.
We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.

Skills Required

  • 5+ years of experience in operations, customer support, customer success, or a related role
  • Experience and knowledge of life insurance
  • Experience in process improvement and solving complex problems
  • Strong leadership and interpersonal skills, including building high-performing teams
  • Excellent written and verbal communication skills
  • Proficiency with Salesforce or equivalent support or help desk software
  • Strong analytical mindset and ability to use data to drive decisions and improvements
  • Adaptability in ambiguous environments with limited direction
  • Bachelor's degree
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The Company
HQ: San Francisco, CA
687 Employees
Year Founded: 2016

What We Do

Ethos makes getting life insurance instant and easy. Our approach blends technology and industry expertise, and the human touch to deliver an incredible life insurance experience. Ethos has raised over $400 million of capital from Sequoia, Accel, Google Ventures, Goldman Sachs, Softbank and more. We are one of the largest U.S. life insurance issuers. We continue to scale quickly and are looking for passionate Ethosaurs to protect the next million families.

Why Work With Us

Ethos is powered by people from all kinds of backgrounds. We embrace a one-team, one-dream mentality, while encouraging Ethosaurs to speak their mind and act boldly, even in the absence of consensus. We believe in decentralized decision making - not decisions made by committee. Here you can have an impact and true ownership over your successes.

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